topic First, double check that you chose the correct code for B... in Retirement tax questions

I get retirement pay from the military and have a 1099-R but the program acts like I withdrew money early. Also not sure if qualified or non qualified plan

Redhunter07 — Fri, 07 Jun 2019 22:35:28 GMT

First, double check that you chose the correct code for B...

AnnS7 — Fri, 07 Jun 2019 22:35:31 GMT

First, double check that you chose the correct code for Box 7 on the 1099-R entry screen. For normal military retirement pay, Box 7 should have Code 7 - Normal Distribution. (If you entered an incorrect code, such as Code 1, TurboTax will think it was an early distribution.)

Military retirement is a non-qualified plan.

To get back to your 1099-R:

Once in your return, type "1099-R" in the search box on the blue dashboard
Click "Jump to 1099-R" link
Click Edit next to your military retirement 1099-R.

Re: First, double check that you chose the correct code for B...

taxexpert2025 — Tue, 11 Mar 2025 15:04:48 GMT

This answer is incorrect. It should be a qualified plan. You will get an error if you say nonqualified.